Be in the know. 25 key reads for Saturday…

  1. The S&P 500 still has 12% upside with spiking yields set to stabilize amid strong earnings, JPMorgan’s global markets chief says (Business Insider)
  2. Fed Will Need to Buy Bonds as Stimulus Boosts Yields, Dalio Says (Bloomberg)
  3. Corporate America Primed to Join Warren Buffett in Buyback Binge (Bloomberg)
  4. How to Play the New Space Race (Barron’s)
  5. Warren Buffett’s Berkshire Hathaway scores $17 billion gain across 5 stocks as value stages a comeback (Business Insider)
  6. The OODA Loop: How Fighter Pilots Make Fast and Accurate Decisions (Farnam Street)
  7. Economy Revs Up as Americans Increase Spending on Flights, Lodging, Dining Out (Wall Street Journal)
  8. Bill Gates Says Some Tax Proposals Have Gone ‘Too Far’ (Bloomberg)
  9. Why Goldman Sachs sees a ‘buying opportunity’ in oil’s recent selloff (MarketWatch)
  10. The Fed Will End Emergency Relief for Banks. It Might Not Make Much Difference for Markets. (Barron’s)
  11. Modern Issues, Old Solutions (Investor Amnesia)
  12. Stock Market’s Weakest Links Dominate With Full-Throttle Fed (Bloomberg)
  13. Bitter Alaska Meeting Complicates Already Shaky U.S.-China Ties (Wall Street Journal)
  14. Visa Faces Antitrust Investigation Over Debit-Card Practices (Wall Street Journal)
  15. Deep Value by Tobias Carlisle (Novel Investor)
  16. Saudi Arabia Says Missiles in Aramco Attacks Were Made in Iran (Bloomberg)
  17. The Fed could be a source of market volatility as Powell and others speak in the week ahead (CNBC)
  18. Jerome Powell on the Pandemic Year: Tools to Avoid a Meltdown and Save Livelihoods (Wall Street Journal)
  19. Value stocks are so in favor they’ve become momentum stocks (MarketWatch)
  20. Elon Musk and Amazon Are Battling to Put Satellite Internet in Your Backyard (Wall Street Journal)
  21. Tom Hanks on the Pandemic Year: Never Play Solitaire Again (Wall Street Journal)
  22. More Than 420 Million Shots Given: Covid-19 Tracker (Bloomberg)
  23. GE Is Finally Trading Its Bankers’ Stripes for a Hard Hat (Bloomberg)
  24. All About Clubhouse, a Gabfest Behind a Velvet Rope (Bloomberg)
  25. Staying Power (DGI)